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Work Background
Delta Dental Ins.Microsoft 365 Subject Matter Expert/Project Manager
Nov. 2021 - Dec. 2022California, United StatesKey Achievements:
• Initiated and led a transformative Microsoft 365 adoption and change management program within Workplace Technology, enhancing organizational productivity and collaboration.
• Developed a comprehensive project plan for Microsoft 365 projects, establishing a standardized process for development, delivery, and training.
• Automated the management of SharePoint and Microsoft Teams using PowerShell, streamlining security and compliance processes.
• Designed and implemented PowerBI dashboards and reports, providing critical data insights and decision-making tools.
• Created and delivered a multi-faceted Microsoft 365 educational program, significantly increasing user proficiency and engagement.
• Cultivated a collaborative partnership across Workplace Technology, Corporate Communications, and Training Development, amplifying the impact of Microsoft 365 training initiatives. Core Responsibilities:
• Managed the analysis, documentation, and enhancement of Microsoft 365 components, consistently improving the user experience.
• Oversaw the integration and operational support of new Microsoft 365 features and updates, aligning them with enterprise communication strategies.
• Maintained governance and standardization for Microsoft 365 documentation, ensuring compliance and best practices.
• Acted as a liaison between C-level executives and technical teams, providing strategic insights and updates on Microsoft 365 deployment.
• As a Senior Systems Analyst, collaborated with engineering to monitor service utilization and identify opportunities for increased user adoption.
• Developed and implemented custom automations and solutions using PowerAutomate and PowerApps, optimizing organizational workflows and processes.
Quest Financial, LLCSharePoint Architect
Feb. 2016 - Apr. 2016Atlanta, GAWorked with medium sized medical consulting company on a 3 month fast tract to architect, plan, manage and execute pilot migration from SharePoint 2010 to Office 365. Project was completed on time. Responsibilities:
• Created project plan for SharePoint migrations
• Kept C-Level Suite updated on migration process via weekly reports
• Implemented security protocols to be compliant with HIPAA, HITRUST, HITECH and FISMA regulations.
• Performed migrations of data and permissions from SharePoint 2010 to SharePoint Online using Sharegate tool
• Designed and executed SharePoint Governance policies, process and documentation
• Trained office staff on maintenance of SharePoint Online
• Created simple workflows using OOB tools
• Updated security and user interface of Office 365 using Azure
• Authored technical documentation of Office 365 sites
• Gathered business requirements from over 8 stakeholders for customized solutions in Site Collections
StericycleSharePoint Architect/Project Manager
Sep. 2015 - Oct. 2019Greater Atlanta Area• Created project plan using PMI Methodology for SharePoint migrations
• Kept C-Level Suite updated on migration process via weekly reports and bi-weekly meetings
• Participated in phase gate & CAB meetings
• Performed migrations of data, users, security groups, workflows and customizations from SharePoint 2007, 2010 and 2013 to SharePoint Online using Metalogix and Sharegate tools
• Designed and executed SharePoint Governance policies, process and documentation
• Created complex workflows using SharePoint Designer and MS Flow
• Updated security and user interface of SharePoint and Office 365 using PowerShell, .NET and Azure
• Authored technical documentation of SharePoint and Office 365 sites
• Authored and recorded training materials for end-users
• Secured Azure Active Directory accounts
• Used Azure backup, site-recovery and site restore to safeguard Office 365 environment
• Gathered business requirements from over 100 stakeholders for customized solutions on individual Site Collections
• Daily administration and maintenance of SharePoint 2007, 2010, 2013 SharePoint Online sites
• Daily Administration and development of MS Teams, OneDrive, AD
• Work with outside contractors as needed
Global GastronomeOwner
Feb. 2015Atlanta Metropolitan AreaGlobal Gastronome specializes in luxury travel for serious foodies and oenophiles around the world. We are known for our unique hands-on culinary experiences where not only do we eat like locals, we prepare meals, stomp grapes, harvest mushrooms, and brew beer with them too! Mixed in with all that fun are cultural exchanges and experiences that enrich the lives of our host country and our treasured guests. What sets us apart from other travel companies is the Global GastroBox. This is a box of cooking implements, recipes and spices that were used during our culinary adventures in country. Now, you have the opportunity to re-create that beautiful experience at home. Global Gastronome also makes the Global GastroBox available to those who are unable to join us for an international adventure. Also, our exotic herbs and spices, coffee and tea line feeds the demand for unique and different gifts or just a little something for self. Join us on an upcoming excursion! You can find details at globalgastronome.com
Atlanta Gas LightSharePoint Architect
Jan. 2015 - Mar. 2015Greater Atlanta AreaResponsible for evangelizing SharePoint 2010 document management capabilities for Corporate Applications creating a document repository for Government Regulatory documents.
• Architect and build the SharePoint solution
• Lead customer technical sessions, both white board and PowerPoint, around potential and proposed Microsoft solutions.
• Conduct end user workshops to identify operational business processes
• Drill down into policies and processes to streamline or realize greater efficiencies
• Participate in customer meetings to determine business and technical requirements
• Develop an approach to importing over 500,000 historical documents into the configured SharePoint solution
• Develop and document test conditions, scenarios and scripts
• Develop training materials and job aids for end users
AutocamOffice 365 Architect
Sep. 2014 - Oct. 2014Greater Grand Rapids, Michigan AreaAct as SME, Architect, Developer, Analyst and Project Manager in implementation of an Office 365 environment for a subsidiary company of Autocam.
• Create a project plan that includes all necessary, significant tasks to cover the Office 365 implementation • Provide technical guidance regarding the features and limitations of Exchange Online, SharePoint Online, OneDrive for Business, Office Web Apps, and Office 365.
• Lead the resolution of technical issues which develop during the initial implementation of Office Web Apps, and Office 365.
• Provide knowledge transfer and mentoring to employees who will be responsible for on-going support of our use of Exchange Online and Office 365.
• Document the design, information architecture and governance plans and review the contributions of team members.
• Provide guidance to team members on developing their personal technical skills and on the implementation of technical solutions.
• Create training plan and materials for technical and end user staff.
• Demonstrate excellent communication skills including the ability to effectively communicate with internal and external customers.
Axiall CorporationSharePoint/Office 365/Nintex Consultant
Aug. 2014 - Dec. 2014Greater Atlanta AreaAct as SME, Architect, Developer, Analyst and Project Manager in implementation/migration of a hybridized on premise SharePoint, Exchange, Office 365 and Nintex Workflows and Forms environment.
• Create a project plan that includes all necessary, significant tasks to cover the Office 365 migration phases (Assessment / POC / PILOT and migrate and, workflow and forms creation.
• Provide technical guidance to regarding the prerequisites for migration and the features and limitations of Exchange Online, SharePoint Online, OneDrive for Business, Office Web Apps, and Office 365 Pro Plus.
• Lead the resolution of technical issues which develop during the initial implementation of Office Web Apps, and Office 365 Pro Plus.
• Provide knowledge transfer and mentoring to employees who will be responsible for on-going support of our use of Exchange Online and Office 365.
• Develop complex forms and workflows using Nintex products.
• Document the design, information architecture and governance plans and review the contributions of team members for said plans.
• Implement, or oversee the implementation of projects. Provide feedback and guidance to team members when necessary.
• Provide guidance to team members on developing their personal technical skills and on the implementation of technical solutions.
• Create training plan, training materials and videos for technical and end user staff.
• Demonstrate excellent communication skills including the ability to effectively communicate with internal and external customers.
• Ability to use strong industry knowledge to relate to customer needs and dissolve customer concerns and high level of focus and attention to detail.
AutocamSharepoint Architect
Mar. 2014 - Jul. 2014Greater Grand Rapids, Michigan AreaOversee and lead the architectural design, development, customization and integration efforts of enterprise solutions involving Collaboration, Portals, Enterprise Search, Workflow and Enterprise Content Management systems utilizing Microsoft SharePoint 2013.
• Lead project teams into engagements by being Subject Matter Expert and team lead for the engagement.
• Develop requirements by meeting with technical and business teams.
• Develop Information Architecture based on the customer requirements including taxonomy, content types, metadata, etc.
• Develop User and System Governance plans based on the customer requirements.
• Develop Solutions that meet requirements and constraints.
• Meet with department heads, managers, supervisors, vendors, and others, to seek cooperation and resolve problems.
• Document the design, information architecture and governance plans and review the contributions of team members for said plans.
• Implement, or oversee the implementation of projects. Provide feedback and guidance to team members when necessary.
• Provide guidance to team members on developing their personal technical skills and on the implementation of technical solutions.
• Create training plan, training materials and videos for technical and end user staff.
Magnum Opus Consulting, LLCFounder & Lead Consultant
Feb. 2014Atlanta Metropolitan AreaMagnum Opus Consulting, founded in 2014 to focus on Microsoft (Office) 365 technologies. In 2018, began embracing AI technologies and expanded into generative AI services in 2021. Magnum Opus Consulting has been pivotal in transforming businesses, optimizing operations, and fostering innovation through cutting-edge technological solutions. Roles and Responsibilities:
• Leadership: Provide visionary leadership and strategic direction for the entire organization, guiding Magnum Opus Consulting through significant technological and market evolutions. • Artificial Intelligence: Spearhead the development of AI solutions, machine learning, and AI-driven automations, aligning with clients' strategic objectives.
• Microsoft 365: Oversee the integration of Microsoft 365 ecosystem and M365 tools for our clients.
• AI Policy and Governance: Establish robust governance frameworks to ensure ethical use and compliance with AI standards. • Project Management: Employ project management methodologies to ensure projects are delivered on time and within budget. • Training Programs: Develop AI and M365 courseware that supports the effective adoption and utilization of new features.
• Innovation and Development: Continuous analysis of technology landscape to provide cutting-edge solutions. Key Achievements:
• Directed the evolution from traditional Microsoft 365 services to comprehensive AI solutions.
• Developed and implemented pioneering generative AI and machine learning solutions.
• Authored and delivered a series of influential online courses on generative AI. Technical Proficiencies:
• Expertise in Python and AI/ML libraries including TensorFlow and PyTorch.
• Expert knowledge of Microsoft 365 ecosystem, including SharePoint, Teams, PowerApps and Copilot.
• Proficient in designing and implementing AI governance protocols.
• Adept in using no-code and low-code tools to quickly prototype and deploy AI solutions.
Atlanta Gas LightSharePoint Consultant/Evangelist
Oct. 2013 - Dec. 2013Greater Atlanta AreaResponsible for creating a paperless Document Management Center and evangelizing SharePoint 2010 document management capabilities for Department of Corporate Tax. Duties included requirements gathering, creation of technical and functional documentation, hands-on development of the SharePoint 2010 solution, development of workflows to automate routine tasks, writing and executing functional, technical and user acceptance test scripts, daily interfacing with managers, directors and vice presidents to extol the features and functionality of SharePoint 2010 and 2013, conducting end-user workshops to identify operational business process, drafting business processes when there were none for management approval and adoption, advising on which SharePoint features will fulfill business needs, drill down into policies and processes to streamline, develop an approach to importing historical documents (over 700,000 pages) into the configured SharePoint solution, design and develop solutions using delivered SharePoint 2010 functionality as well as develop and document test conditions, scenarios and scripts, conduct functional testing and provide knowledge transfer.
Metropolitan Atlanta Rapid Transit AuthorityActing Manager - Network Operations Center
Jun. 2012 - May. 2013Greater Atlanta Area• Successful at transforming 15 member Mainframe Operations Center into Network Operations Center
• Provided leadership and decision making regarding priorities, best practice methodologies and operation execution to build a ‘best in class’ NOC team
• Provide direction and supervision and facilitate training and skills development for NOC staff, leading 9 of the 15 staff members to Cisco or Microsoft certifications
• Implemented 24/7/365 Rapid Response processes, procedures and team to respond to system outages in expeditious manner
• Standardized tool set for optimal system monitoring (Cisco Works, SolarWinds, SCCM, etc.)
• Worked with Server, Network and Help Desk teams to develop processes and procedures for escalation and remediation
• Recommended hiring, move and termination of appropriate personnel
Metropolitan Atlanta Rapid Transit AuthorityActing Manager – Client Server Applications & Intelligent Transportation Systems
Jul. 2010 - Jun. 2012Atlanta, GA• Manage and oversee the work of a staff of 20 developers and technical professionals • Provide guidance, direction and customer service on complex user application issues while acting as SME for SharePoint and Interactive Media. • Responsible for multiple simultaneous operational projects and over 15 capital projects
• Oversaw complete reengineering of MARTA Police web site and portions of itsmarta.com
• Led development of iPhone and Android applications for schedule delivery
• Responsible for client and system support and upgrade of MARTA's critical systems, specifically: AFC, SharePoint, Martanet, itsmarta.com, C-CURE, HEAT, ATC/Automated Train Control, Web Timesheet, POS Partner, Primavera, TrialWorks, SPSS, Curator, PAMET and Trapeze. • Responsible for ensuring the quality of installation, configuration, daily maintenance and support of all systems are up-to-date • Monitor and maintain support agreements with appropriate vendors making sure they are properly configured for most efficient use, and take advantage of all available functionality. • Provide management for MARTA-wide Technology projects that include projects management, budget oversight, financial and resources planning, and technology acquisition. • Determine project needs and requirements; develop procedures and guides all technology activities to meet project deadlines. • Mentor staff members for upward mobility within the organization.
Metropolitan Atlanta Rapid Transit AuthorityProject Manager
Apr. 2010 - Jul. 2010• Commissioned to deliver the first successful Business Transformation Project and Mainframe disaster recovery in MARTA’s history
• Planned, directed and monitored all aspects of the BTP and Mainframe Disaster Recovery (DR) tests and audits
• Conducted project initiation, planning, execution, monitoring and closing activities
• Conducted design, development and document work sessions in conjunction with Authority clients, other Project Managers and other technical professionals
• Documented and reported specific analysis associated with projects. • Created guide and put procedures in place that were used as a road map for future DR tests and audits
Metropolitan Atlanta Rapid Transit AuthorityActing Manager Systems Operations
Sep. 2009 - Apr. 2010Greater Atlanta Area• Served as the managerial lead, with a staff of 19, in providing the Authority with server and infrastructure support, determining user needs and incorporating them into the design and overall plan for enterprise support
• Responsible for server farms at headquarters and the Candler Park Disaster Recovery center, hardware and operating system planning, vendor selection, acquisition, problem resolution, set-up, integration, testing and installation. • Worked with internal organizations supported to establish performance metrics to ensure needs are being properly met. • Responsible for the activities in the areas of production, data control, operations, and operations support. • Developed and implemented standards, procedures and processes for the operations group. • Planned and managed the support of new technologies, data center performance and reliability. Defined and negotiates service level agreements
Metropolitan Atlanta Rapid Transit AuthoritySharePoint Team Lead
Jan. 2009 - Sep. 2013• Created remote-accessible custom portal for MARTA Board of Directors
• Reengineered and implemented process of procurement documentation and routing saving MARTA over $200,000 annually
• Acted as liaison between business units and SharePoint technical team
• Acted as Office 365 (BPOS) Architect and Administrator
• Led SharePoint Team in SharePoint 2013 implementation
• Gathered business requirements, translating them into process sites in SharePoint 2013
• Led and documented SharePoint 2013 adoption and Governance activities
• Crafted phased migration plan to move items from SharePoint 2007 to SharePoint 2013
• Conducted content inventories of SharePoint 2007 items preparing for migrating into SharePoint 2013
• Worked with third-party applications for SharePoint 2013: Nintex, AvePoint, Metalogix, KnowledgeLake
• Oversaw implementation and customization of Project Server 2013
• Acted as SharePoint 2013 Administrator
• Created custom workflows in SharePoint 2013
• Created personal portals and custom dashboards in SharePoint 2013
• Created and implemented new processes and procedures for SharePoint 2013
• Led team in SharePoint 2010 implementation
• Led and documented SharePoint 2010 adoption
• Facilitated workflows in SharePoit 2010
• Led Project Server 2010 implementation
• Acted as SharePoint 2010 Administrator
• Created sites and workflows in SharePoint 2007
• Facilitated workflows in SharePoint 2007
• Acted as SharePoint 2007 Administrator
Metropolitan Atlanta Rapid Transit AuthorityInstructional Design Project Manager/Learning Transformation Strategist/SharePoint Administrator
Jul. 2006 - Sep. 2009Greater Atlanta Area• Created MARTA University – one of the first internal online training portals in use by a transportation authority
• Using ADDIE methodology, conceptualized, developed, managed and executed an exhaustive skills upgrade training program (Technology Training Project) for 60 technology employees and 3 technical trainers. • Managing staff of 5 taught skills/certifications such as MCDST, MCSE, A+ and Network +, CCNA, VoIP, TCP/IP, and WAN technologies. • Responsible for several other large-scale training initiatives for over 2,000 employees, from project management and staffing through execution • Provide cross-functional management of programs and staff, often overseeing the activities of other trainers and technical personnel • Implemented the Microsoft E-Learning Library.
• Conceptualize, plan, author, facilitate and report on Online Media class for MARTA trainers. This class taught 50 MARTA trainers and their managers how to create online classes, RSS feeds and podcasts and how to use them in their daily duties • Administrator over the Training Department SharePoint site – over 100 pages and several hundred artifacts
• Taught MARTA Trainers to use SharePoint 2007 as a delivery method for training and assessments
• Authored original MARTA-specific courseware on Oracle applications
• Redesign of vendor supplied courseware for Oracle and Maximus applications
• Built complete production studio capable of creating CBT, RSS feeds, streaming media feeds and webcasts to reach MARTA’s 4,000+ employees in 25+ locations
Metropolitan Atlanta Rapid Transit AuthorityTraining Project Manager/SharePoint Administrator/Business Process Improvement Consultant
Nov. 2004 - Jul. 2006• Developed training solutions for technology staff and end users or acquire new skills and knowledge. • Provided project management, consulting and leadership in the transfer of knowledge of instructional design, training development, educational standards and tools to implementation teams and business units. • Developed process models based on business requirements and trained staff
• Project Manager for the creation and execution of over 2000 skilled and non-skilled MARTA employees on the use of new computers and basic Office 2003 in a four-month period, running classes from 6:00 AM to 3:00 AM Monday through Friday in four locations, overseeing a staff of 25 trainers
• Authored custom courseware for business units, end users and technology professionals on Microsoft Technologies and Altiris.
• Instructed the Help Desk on Windows Server 2003, Active Directory, Exchange Server, Customer Service techniques and Altiris.
• Revamped business process, policies and procedures for internal Help Desk procedures as-well-as end user interaction with the Help Desk.
• Created metrics and reports for management on Help Desk effectiveness and usage, training results and continuous skills assessments.
• Created the SharePoint proof of concept and instructed Server Team staff and management on use
MicrosoftTechnology Evangelist/ Presenter TS2 and Microsoft Across America Teams
Jun. 2003 - Nov. 2004Responsible for evangelizing, presenting and training Microsoft Partners on Microsoft platforms: SharePoint (part of Small Business Server at the time) Server 2003, Exchange Server 2003, SQL Server 2000, Windows XP Pro & Home, Small Business Server 2003, IIS, ISA, BizTalk, Identity Serer) products and productivity applications (Office / Great Plains, CRM, BCM, Solomon, Navision) to Microsoft partners and other high-level technical professionals. Also required authoring and presenting webinars for Microsoft Partners. Called for the demonstration of the effectiveness and competency of Microsoft products, licensing, and sales skills in the information technology industry. Requires excellent oral, written, organization, presentation and independent workload management skills and the ability to be a quick learner and problem solver. Involved 75-85% travel.
SpyderWebFounder and CIO/COO
Apr. 2002 - Dec. 2012As CIO/COO I am responsible for the day to day operations and overseeing the implementation of technology solutions both internally, and for our clients.
MarketWatchProduct Manager, International Joint Ventures & Software Development
Jan. 2001 - Oct. 2001InternationalResponsible for international software development, on-line and off-line product and service development and strategy for two international, user driven, financial web sites based in England and Germany with 2 million+ unique visitors per day, while maintaining a joint venture with an American conglomerate. Created Project Office from the ground up and developed and instituted project management procedures and methodologies where there was none previously. Managed development teams in Europe and the US through full life cycle software development projects, trained developers on the creation of project and product documentation, coordinated with marketing efforts in the US and Europe, drilled down into existing products for revenue potential, developed new user friendly products, interfaced with journalists and participated in vendor contract negotiation and maintained on-going relationships with vendors and trading exchanges. Also led team that reengineered the licensing arrangement between CBSMarketWatch.com and Financial Times MarketWatch.com.
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